Updated:
PHOUNDATIONAL LLC
Phoundational is a Fee-Only financial advisory firm that helps individuals and organizations take control of their finances through knowledge, strategy, and...
Overview
Phoundational is a Fee-Only financial advisory firm that helps individuals and organizations take control of their finances through knowledge, strategy, and action. It uses three steps: sharing knowledge so clients understand their complete financial situation, collaborating to develop a strategy intended to achieve client goals, and supporting clients as they take action to implement their strategy. Phoundational seeks to help underserved “nontraditional” clients whose financial circumstances and needs ordinary industry advisors are reluctant or unable to address.
General information
Firm type
RIA
Principals
John F. Rutledge Jr.
CFA®, CFP®, Founder
Johnny Rutledge
Founder
Frequently asked questions
What investment strategy does the firm follow?
PHOUNDATIONAL LLC has not publicly stated an investment strategy. Most single-family offices allocate to public equities, fixed income, private equity, and real estate, but this entity's specific focus is unknown.
Does the firm have any known portfolio companies or co-investments?
No portfolio companies, co-investments, or direct deals have been publicly reported or attributed to PHOUNDATIONAL LLC. The firm's investment holdings are not disclosed.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research PHOUNDATIONAL LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.